In this episode, Katie breaks down what really makes client onboarding feel overwhelming for accounting firm owners and their clients. She shares the early mistakes that created chaos in her own business, including unclear timelines, missing information, and inconsistent communication, and the moment she realized her process was simply too heavy.

You’ll hear stories from firms that transformed their entire client experience after standardizing and simplifying their onboarding workflow, and learn the small adjustments that make the biggest difference.

If you want onboarding to feel lighter, clearer, and more supportive from the very first step, this episode will give you the direction you need.

What You’ll Learn

• The most common onboarding mistakes that create confusion for both you and your clients
• How unclear timelines and missing information slow down your entire firm
• Why a heavy onboarding process leads to overwhelm and how to simplify it
• Real stories from firms that transformed their client experience with standardized workflows
• The small changes that instantly make onboarding feel lighter and more predictable
• How clarity, consistency, and simplicity set the tone for a better long-term client relationship

If you want support building a smoother onboarding system or you want ready-made workflows, templates, and trainings you can plug directly into your firm, join us inside the FutureProof Accountant Membership. You’ll get the tools, structure, and guidance you need to strengthen your accounting firm's operations without doing it alone.